Huey Heise is a ChFC-designated registered investment advisor, based in Grand Ledge, MI, with 42 years of industry experience.
Location
15190 Wright Road, Grand Ledge, MI, 48837
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Huey works as an agent in insurance, benefits, and human resources, dedicating a few hours per week to this role. He also spends minimal time on trading activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.
December 2024 - Present · 1 yr 5 mos
Cambridge Investment Research Advisors, INC.
December 2024 - Present · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Regulus Financial Group, LLCBroker
December 2014 - December 2024 · 10 yrs
Regal Investment Advisors LLC
February 2011 - December 2024 · 13 yrs 10 mos
American Portfolios Advisors, INC
May 2010 - March 2011 · 10 mos
American Portfolios Financial Services, INC.Broker
March 2010 - December 2014 · 4 yrs 9 mos
Sagepoint Financial, INC.
July 2007 - March 2010 · 2 yrs 8 mos
Sagepoint Financial, INC.Broker
January 2007 - March 2010 · 3 yrs 2 mos
Klaas Financial Asset Advisors, LLC.
August 2003 - February 2007 · 3 yrs 6 mos
Investacorp Advisory Services INC
March 2003 - February 2007 · 3 yrs 11 mos
Investacorp, INC.Broker
February 2003 - January 2007 · 3 yrs 11 mos
Thrivent Investment Management INC.
August 2002 - March 2003 · 7 mos
Thrivent Investment Management INC.Broker
July 2002 - March 2003 · 8 mos
Lutheran Brotherhood Securities CORP
February 2001 - August 2002 · 1 yr 6 mos
Lutheran Brotherhood Securities CORP.Broker
October 1986 - July 2002 · 15 yrs 9 mos
E.I. Sales, INC.Broker
April 1983 - October 1986 · 3 yrs 6 mos
State Registrations7 states
AZILINKSMIMNVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.